Production Automations

Introduction

Production Automations can improve your customer experience and generate better review performance. Below are details on what triggers each of the production automations. For steps to set-up check out this article.

 

Table of Contents

- Client Work Complete Notification

 

 

Client Work Complete Notification - Premier Only

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  • Conditions 
    • The visit is in the Completed or Approved stage.
    • The visit meets the configured automation wait time set by the user.
  • Event
    • Triggers a notification to the client’s email address regarding a visit completion follow-up.
  • Notes
    • The automation will run hourly between 7 am and 7 pm in the account’s time zone. Users can set 0-30 days. Selecting 0 will trigger the notification on the same day the job/visit was completed on the next hourly run.

 

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